Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1B
AUM Growth
+$852M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,293
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$86M
3
+$45.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.3M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$38.1M

Top Sells

1
+$110M
2
+$47.7M
3
+$34.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.1M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$29M

Sector Composition

1 Technology 8.88%
2 Financials 3.88%
3 Consumer Discretionary 3.32%
4 Healthcare 3.13%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3776
$12K ﹤0.01%
293
3777
$12K ﹤0.01%
500
3778
$12K ﹤0.01%
+871
3779
$12K ﹤0.01%
549
3780
$12K ﹤0.01%
+497
3781
$12K ﹤0.01%
284
-86
3782
$12K ﹤0.01%
1,370
-64
3783
$12K ﹤0.01%
7,724
+2,300
3784
$12K ﹤0.01%
970
+769
3785
$12K ﹤0.01%
884
-411
3786
$12K ﹤0.01%
443
3787
$12K ﹤0.01%
+740
3788
$12K ﹤0.01%
1,848
+385
3789
$11K ﹤0.01%
58
+21
3790
$11K ﹤0.01%
6,734
+1,816
3791
$11K ﹤0.01%
476
+24
3792
$11K ﹤0.01%
2,429
+39
3793
$11K ﹤0.01%
301
+60
3794
$11K ﹤0.01%
500
3795
$11K ﹤0.01%
1,051
3796
$11K ﹤0.01%
280
-500
3797
$11K ﹤0.01%
591
3798
$11K ﹤0.01%
270
-18,984
3799
$11K ﹤0.01%
487
+71
3800
$11K ﹤0.01%
583
+17
150 151
152
153 154